Mawer Investment Management
SPGI icon

Mawer Investment Management’s S&P Global SPGI Stock Holding History

Mawer Investment Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$163M Buy
383,111
+177,016
+86% +$82.2M 1.06% 29
2025
Q4 		$108M Buy
206,095
+37,866
+23% +$18.7M 0.6% 42
2025
Q3 		$81.9M Buy
168,229
+36,078
+27% +$19.3M 0.43% 47
2025
Q2 		$69.7M Sell
132,151
-17,426
-12% -$8.7M 0.35% 58
2025
Q1 		$76M Sell
149,577
-463,983
-76% -$237M 0.37% 59
2024
Q4 		$306M Sell
613,560
-113,980
-16% -$57.8M 1.39% 22
2024
Q3 		$376M Sell
727,540
-7,710
-1% -$3.82M 1.71% 18
2024
Q2 		$328M Sell
735,250
-12,519
-2% -$5.37M 1.55% 20
2024
Q1 		$318M Sell
747,769
-20,789
-3% -$9.01M 1.48% 21
2023
Q4 		$339M Sell
768,558
-9,634
-1% -$3.8M 1.73% 20
2023
Q3 		$284M Sell
778,192
-21,744
-3% -$8.55M 1.52% 21
2023
Q2 		$321M Sell
799,936
-13,014
-2% -$4.76M 1.68% 19
2023
Q1 		$280M Sell
812,950
-3,817
-0.5% -$1.34M 1.53% 20
2022
Q4 		$274M Buy
816,767
+25,020
+3% +$8.25M 1.54% 20
2022
Q3 		$242M Sell
791,747
-36,971
-4% -$13.2M 1.47% 21
2022
Q2 		$279M Sell
828,718
-297,127
-26% -$106M 1.59% 22
2022
Q1 		$462M Sell
1,125,845
-58,334
-5% -$23.8M 2.19% 16
2021
Q4 		$559M Sell
1,184,179
-185,445
-14% -$84.8M 2.52% 15
2021
Q3 		$582M Sell
1,369,624
-91,078
-6% -$39.5M 2.79% 13
2021
Q2 		$600M Sell
1,460,702
-158,832
-10% -$61M 2.97% 13
2021
Q1 		$571M Buy
1,619,534
+86,108
+6% +$28.7M 3.1% 9
2020
Q4 		$504M Buy
1,533,426
+54,571
+4% +$18.4M 2.97% 10
2020
Q3 		$533M Sell
1,478,855
-143,710
-9% -$50.7M 3.49% 8
2020
Q2 		$535M Buy
1,622,565
+36,608
+2% +$11M 3.94% 6
2020
Q1 		$389M Buy
1,585,957
+9,684
+0.6% +$2.66M 3.58% 7
2019
Q4 		$430M Buy
1,576,273
+79,517
+5% +$20.7M 3.49% 7
2019
Q3 		$367M Sell
1,496,756
-20,995
-1% -$5.25M 3.35% 7
2019
Q2 		$346M Sell
1,517,751
-469,805
-24% -$103M 2.24% 11
2019
Q1 		$418M Buy
1,987,556
+52,171
+3% +$10.1M 2.98% 7
2018
Q4 		$329M Buy
1,935,385
+42,508
+2% +$7.61M 2.73% 9
2018
Q3 		$370M Buy
1,892,877
+26,490
+1% +$5.47M 2.78% 9
2018
Q2 		$381M Buy
1,866,387
+14,358
+0.8% +$2.84M 3.07% 6
2018
Q1 		$354M Buy
1,852,029
+3,308
+0.2% +$611K 2.96% 7
2017
Q4 		$313M Buy
1,848,721
+156,910
+9% +$25.6M 2.59% 7
2017
Q3 		$264M Buy
1,691,811
+12,150
+0.7% +$1.85M 2.26% 10
2017
Q2 		$245M Sell
1,679,661
-46,900
-3% -$6.51M 2.26% 12
2017
Q1 		$226M Buy
1,726,561
+46,180
+3% +$5.74M 2.18% 14
2016
Q4 		$181M Buy
1,680,381
+29,250
+2% +$3.49M 1.85% 19
2016
Q3 		$209M Buy
1,651,131
+65,465
+4% +$7.86M 2.19% 12
2016
Q2 		$170M Buy
+1,585,666
New +$170M 2.4% 11

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mawer Investment Management's SPGI Position: Q1 2026 in Review

Mawer Investment Management increased its S&P Global (SPGI) stake by 86% in Q1 2026, buying an estimated $82.2M and bringing the position to 383,111 shares worth $163M. The position accounts for 1.06% of the portfolio, ranked #29.

Mawer Investment Management first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $600M in Q2 2021. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Mawer Investment Management held 383,111 shares of S&P Global worth $163M as of Q1 2026.
  • Mawer Investment Management bought 177,016 S&P Global shares in Q1 2026, an estimated $82.2M.
  • S&P Global made up 1.06% of Mawer Investment Management's portfolio in Q1 2026, its #29 holding.
  • Mawer Investment Management first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
  • Mawer Investment Management's S&P Global position peaked at $600M in Q2 2021.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Mawer Investment Management's 13F filing for Q1 2026, filed 6 May 2026.